Top Tech Jobs & Startup Jobs

Handle inbound calls, chats, and emails to resolve multi-product fraud issues; record interaction data, escalate when needed, perform account maintenance, recommend solutions, follow regulations and bank procedures, and deliver a high-quality bilingual (English/Spanish) client experience.

Support post-trade processing for U.S. Fixed Income transactions including confirmations, allocations, settlements, reconciliations, and exception management. Act as primary contact for AMRS institutional clients, resolve trade issues, coordinate with trading desks, sales, custodial banks and operations partners, and identify process improvements to reduce risk and improve client experience.

Develop and deliver scalable, high-performance risk and P&L calculation frameworks on a distributed trading platform. Design architecture, implement code and automated tests, optimize performance, automate releases, mentor engineers, and partner with traders, risk managers, and quants to translate business requirements into reliable production solutions.

Support a team of Financial Advisors by delivering high-quality client service, operational support, and client relationship management. Duties include resolving client issues, analyzing data for risk trends, documenting interactions (including in Salesforce), attending client meetings, and assisting with training and referral management. Role may require SAFE Act registration for residential mortgage origination.

Develop and grow a book of high-net-worth clients through prospecting, referrals, and relationship management. Recommend suitable investment products, perform KYC and account openings, document client interactions in Salesforce, meet performance goals, complete training, and collaborate with Merrill teams to deliver comprehensive wealth management advice.

Perform independent credit transaction reviews and continuous testing across commercial portfolios. Assess credit decision quality, portfolio management, underwriting, and risk ratings; identify emerging risks, support conclusions with fact-based analysis, influence senior leaders, lead exams and special projects, and coordinate with audit and regulatory stakeholders.

Manage a portfolio of middle market clients to retain and grow treasury revenue, deliver integrated cash management solutions, conduct portfolio reviews, coordinate fulfillment and RFPs, identify cross-sell opportunities, manage pricing and escalations, and produce data-driven insights to improve clients' working capital and digital payments.

Provide client service support to Financial Advisors, serve as primary client contact, educate clients on banking and investment offerings, ensure accuracy and timeliness of client materials, maintain policy compliance, deepen client relationships, and support day-to-day team activities including coverage during absences.

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Provide client service support to Financial Advisors, handle client requests, ensure accuracy of client materials, promote banking and investment solutions, support operational excellence and risk compliance, and cover team needs during absences.